Fixed Income
Climate change – expect an increase in catastrophes and insured losses
Pricing risk in highly insured zones will benefit emerging markets, says Twelve Capital’s Urs Ramseier.
Meredith BoothMay 6, 2021
Fixed Income
Fixed Income
Disappointed with fixed income performance? Scientific investing may help
But, while active management can generate sustainable excess returns, it requires skill and fixed income securities are more complex than equities as they’re not as transparent nor as liquid.
Jessica SierMay 4, 2021
Fixed Income
Pathway to inflation still uncertain: QIC’s Hill
While there have been moments when bond market reactions have flirted with the concept that inflation is closer than it has been previously, QIC's Allison Hill sees no immediate confirmation that inflation is on the horizon.
Matthew SmithApril 21, 2021
Fixed Income
Cryptocurrencies offer ‘significant’ positives as a defensive asset: Pendal’s Gor
Institutions look to cryptos as bonds lose their effectiveness as part of a defensive strategy, Pendal Group's Vimal Gor explains.
Meredith BoothApril 6, 2021
Fixed Income
Fixed income investors adapt to ‘new rules’ set by Central Banks
Moves by central banks have changed the risk and reward outlook for credit investors, fixed income experts.
Meredith BoothApril 6, 2021
Fixed Income
Fine line between performing and stressed as volatility returns to credit markets
Higher interest rates have brought back volatility this year in credit markets, posing challenges for certain issuers trying to access liquidity financing and additional capital to avoid restructuring, experts have observed.
Jessica SierApril 6, 2021
Fixed Income
Rapid fiscal response to pandemic underpins CLO market
Collateralised Loan Obligations (CLOs) are battle-tested and performing well with demand set to grow, says Loomis Sayles portfolio manager John Bell.
Meredith BoothApril 6, 2021
Fixed Income
Economic thinking is changing, so is the bond market
There’s a definite move towards rebuilding and steering economies in a new direction, rather than just managing through a crisis, fixed income experts have highlighted at this year's Fixed Income & Credit Forum.
Jessica SierApril 5, 2021
